Fractal Capital - Wealth Builder

Fractal Capital - Wealth Builder

EQUITY MULTI CAP
To create significant value over the long term by investing in a concentrated portfolio of Indian equities.
+14.36%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
15 Mar '21
Total AUM
₹43.53Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.6%
Cash2.4%
₹44Cr
Equity market cap split
Small Cap67.7%
Large Cap23.5%
Mid Cap6.6%
₹42Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management

ML
Miten Lathia
Fund Manager
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About
A Chartered Accountant, Chartered Financial Analyst ®, Financial Risk Manager, Miten has 8 years of fund management experience in his 20+ years of working in the equity markets. Miten managed the HDFC Capital Builder Value Fund from May-12 to May-20. During this period, the fund beat its benchmark in 6 out of the 8 fiscal years. Before working at HDFC Asset Management, Miten was an analyst at broking houses – Brics, SSKI, Enam and Anand Rathi.
Experience
Over 20 years of experience in equity markets, including 8 years in fund management.
Investment philosophy
Specializes in equity market analysis and fund management.
Previously worked at
  • HDFC Asset Management
  • Brics
  • SSKI
  • Enam
  • Anand Rathi
Awards
  • Managed the HDFC Capital Builder Value Fund from 2012 to 2020, where the fund beat its benchmark in 6 out of 8 fiscal years.

SG
Sanjeev Goswami
Co-Founder, Fractal Capital Investments LLP
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About
A career investment banker, Sanjeev is the co-founder of Fractal Capital Investments LLP. Sanjeev is an MBA from Xavier Institute of Management, Bhubaneshwar and B.E. from Delhi College of Engineering. Sanjeev was a Managing Director at IDFC Capital before he founded Fractal Capital Advisors in 2013. Sanjeev has a deep experience in fund raising. Prior to becoming an investment banker, Sanjeev was an analyst at broking houses – SSKI, B&K, First Global.
Experience
Career investment banker, previously serving as an analyst at broking houses.
Investment philosophy
Specializes in fund raising with a background in investment banking and analysis.
Previously worked at
  • IDFC Capital
  • SSKI
  • B&K
  • First Global
Awards
  • Served as a Managing Director at IDFC Capital before founding Fractal Capital Advisors in 2013 and co-founding Fractal Capital Investments LLP.
PMS house
Fractal Capital Investments LLP
Fractal Capital Investments LLP
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